Agenda

Optimizing Higher Education Recruitment: Leveraging Salesforce CRM for Seamless Onboarding, Prospects Management, and Event Attendance

Track: Customer Relationship Management (CRM)

Session Number: 10859
Date: Wed, Mar 6th, 2024
Time: 8:30 AM - 9:30 AM

Description:

I. Introduction:
- Brief overview of the challenges faced by higher education institutions in recruitment.
- Introduction to the Salesforce CRM solution and its potential to streamline the recruitment process.

II. Understanding the Problem:
- Analysis of the challenges in onboarding students.
- Discussion on the complexities of managing prospects effectively.
- Exploration of the difficulties in capturing and utilizing event attendance data.

III. The Solution: Salesforce CRM Integration:
- Explanation of Salesforce CRM and its customization capabilities.
- Showcase of how Salesforce can be tailored to meet the unique needs of higher education institutions.
- Highlighting the seamless integration capabilities with other tools and platforms commonly used in education.

IV. Benefits and Impact:
- Improved efficiency in onboarding procedures, reducing manual errors and paperwork.
- Enhanced prospect management leading to higher conversion rates.
- Real-time analytics and reporting for better decision-making.
- Utilization of captured event data for personalized communication and engagement strategies.

V. Implementation Strategy:
- Step-by-step guide on implementing Salesforce CRM, from customization to integration.
- Training programs for staff to ensure they can effectively use the CRM system.
- Data migration strategies for a smooth transition from existing systems to Salesforce.

VII. Challenges and Solutions:
- Addressing common challenges faced during implementation.
- Strategies to overcome resistance to change among staff and stakeholders.
- Proactive approaches to handle data security and privacy concerns.

VIII. Future Enhancements and Innovations:
- Discussion on upcoming Salesforce features relevant to higher education institutions.
- Exploration of AI and automation possibilities within Salesforce CRM for recruitment and engagement.
Sub-Categorization: Admissions/Prospective Students
Session Type: Presentation

Focus Area: Student Technology Portfolio
Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1737, trk-1732, trk-1736
ERP Systems: Other
Knowledge Level: Basic
Field of Study: Information Technology
CPE: No
Sub-Categorization: Admissions/Prospective Students
Session Type: Presentation

Focus Area: Student Technology Portfolio
Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1737, trk-1732, trk-1736
ERP Systems: Other
Knowledge Level: Basic
Field of Study: Information Technology
CPE: No